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Simon Property Group
SPG

Overview Fund Activity

690 hedge funds and large institutions have $52.2B invested in Simon Property Group in 2017 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 221 increasing their positions, 248 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+37
Holders Change %
+5.67%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.86%
New
103
Increased
221
Reduced
248
Closed
60
Calls
$348M
Puts
$595M
Net Calls
-$247M
Net Calls Change
+$44.4M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$591M
2
Capital World Investors
Capital World Investors
California
$3.85B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$348M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$127M
5
AAMU
Amundi Asset Management US
Massachusetts
$99.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.89B
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$652M
3
Invesco
Invesco
Georgia
$1.08B
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$650M
5
Goldman Sachs
Goldman Sachs
New York
$557M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
676
Carillon Tower Advisers
Florida
$5.57K +$5.57K +32,440 New
OFW
677
Omnia Family Wealth
Florida
$5K – – –
PO
678
Private Ocean
California
$5K +$5K +29 New
AWA
679
Acorn Wealth Advisors
Michigan
$5K +$5K +31 New
GAM
680
Gemmer Asset Management
California
$4K -$32.5K -179 -89%
TFA
681
Transamerica Financial Advisors
Florida
$4K -$4.91K -27 -55%
GWS
682
Glassman Wealth Services
Virginia
$4K +$4K +22 New
CHP
683
Cable Hill Partners
Oregon
$3K -$4.65K -31 -61%
TL
684
TrueWealth LLC
Georgia
$3K – – –
BFEC
685
Benjamin F. Edwards & Company
Missouri
$2K -$429 -3 -18%
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
HR
687
Howe & Rusling
New York
$2K – – –
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
VCM
689
Versant Capital Management
Arizona
$2K – – –
PCIA
690
Prime Capital Investment Advisors
Kansas
$2K +$2K +13 New
WTB
691
Washington Trust Bank
Washington
$1K -$103K -310 -99%
MGIA
692
Moneta Group Investment Advisors
Missouri
$1K +$1K +3 New
ST
693
Sageworth Trust
Pennsylvania
$1K +$1K +5 New
BHB
694
Bank Hapoalim BM
Israel
$623 -$261 -1,522 -30%
PCG
695
Private Capital Group
Connecticut
$435 +$435 +2,532 New
Credit Agricole
696
Credit Agricole
France
– -$87M -540,215 Closed
TIAAOA
697
Teachers Insurance & Annuity Association of America
New York
– -$50M -310,266 Closed
NFA
698
Nationwide Fund Advisors
Ohio
– -$42M -260,598 Closed
NLGIA
699
Nippon Life Global Investors Americas
New York
– -$17.4M -108,350 Closed
MWA
700
Marshall Wace Asia
Hong Kong
– -$14.3M -89,089 Closed
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